Oliver Luxxe Assets’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Sell |
|
|||||
|
2025
Q2 | $255K | Sell |
|
|||||
|
2025
Q1 | $252K | Sell |
|
|||||
|
2024
Q4 | $665K | Buy |
|
|||||
|
2024
Q3 | $353K | Buy |
|
|||||
|
2024
Q2 | $320K | Sell |
|
|||||
|
2024
Q1 | $339K | Sell |
|
|||||
|
2023
Q4 | $348K | Sell |
|
|||||
|
2023
Q3 | $316K | Sell |
|
|||||
|
2023
Q2 | $366K | Sell |
|
|||||
|
2023
Q1 | $364K | Sell |
|
|||||
|
2022
Q4 | $431K | Sell |
|
|||||
|
2022
Q3 | $430K | Buy |
|
|||||
|
2022
Q2 | $377K | Sell |
|
|||||
|
2022
Q1 | $459K | Buy |
|
|||||
|
2021
Q4 | $326K | Buy |
|
|||||
|
2021
Q3 | $258K | Sell |
|
|||||
|
2021
Q2 | $268K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $215K | Buy |
|